Portfolio Science and Siena's Process


Our process is like fundamental science: we use proven statistical methods to produce data and then provide analysis to quantify and engineer the most effective approach.  Our unique approach draws on experience and education in finance, accounting, statistics, law and business.

Siena is a fiduciary to you and your family. We cannot accept commissions or have conflicts of interest, so your needs are placed above all else.

We rely on the data and remove the emotion. This core Siena philosophy governs everything we do and results in disciplined growth of your assets by reducing risk factors.

Our systematic rebalancing reduces risk by establishing acceptable targets and tolerance ranges based on a data-driven approach. Studies show rebalancing adds significant value to the long-term performance of portfolios.


Learn More about Evidence Based v. Indexing Investing >


Accounting Today Magazine

While not an award - it’s a ranking, Siena has been included on the list of Top CPA Wealth Advisory Firms by Assets Under Management in the United States for 9 consecutive years by Accounting Today magazine. Siena is included in the “100 Million Plus Club” classification on the list.